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JPMorgan Equity Premium Income ETF

1,241 hedge funds and large institutions have $24.7B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 655 increasing their positions, 283 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+141
Holders Change %
+12.82%
% of All Funds
16.52%
Holding in Top 10
140
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.9%
% of All Funds
1.86%
New
213
Increased
655
Reduced
283
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
701
Parsons Capital Management
Rhode Island
$1.09M -$11.5K -200 -1%
CIA
702
Compass Ion Advisors
Pennsylvania
$1.08M -$8.05K -140 -0.7%
MCM
703
Monument Capital Management
Virginia
$1.07M +$24.9K +432 +2%
MWM
704
Marion Wealth Management
Pennsylvania
$1.07M +$17.4K +302 +2%
AWM
705
AllSquare Wealth Management
New York
$1.07M +$81.6K +1,418 +8%
TCWM
706
Total Clarity Wealth Management
Illinois
$1.06M -$30.7K -534 -3%
LFS
707
Legacy Financial Strategies
Kansas
$1.06M +$117K +2,041 +13%
SPWG
708
Syntegra Private Wealth Group
Missouri
$1.05M +$633 +11 +0.1%
O3W
709
Omni 360 Wealth
New Jersey
$1.05M -$89.9K -1,562 -8%
CWP
710
Cyndeo Wealth Partners
Florida
$1.05M -$7.13K -124 -0.7%
BBL
711
Beck Bode LLC
Massachusetts
$1.04M -$398K -6,918 -28%
FH
712
FWG Holdings
Florida
$1.04M -$280K -4,784 -21%
CPA
713
Cardiff Park Advisors
California
$1.03M +$69.4K +1,207 +7%
MFG
714
Menard Financial Group
Texas
$1.03M -$4.14K -72 -0.4%
FVWA
715
Foster Victor Wealth Advisors
South Carolina
$1.02M -$2.05K -35 -0.2%
ACM
716
AlphaStar Capital Management
North Carolina
$1.02M +$680K +11,826 +201%
LB
717
Legacy Bridge
Iowa
$1.01M +$58 +1 +0%
RWS
718
Resolute Wealth Strategies
Mississippi
$1M -$109K -1,895 -10%
CAM
719
Cozad Asset Management
Illinois
$991K +$23.4K +407 +2%
BMCM
720
Bryn Mawr Capital Management
Pennsylvania
$990K -$91.7K -1,594 -8%
DWM
721
Dakota Wealth Management
Florida
$990K -$493K -8,573 -33%
ACP
722
Aviance Capital Partners
Florida
$990K -$6.16K -107 -0.6%
PWM
723
Prosperity Wealth Management
California
$989K -$760K -13,205 -43%
CCA
724
Cooper Capital Advisors
California
$986K +$986K +17,136 New
SRA
725
Secured Retirement Advisors
Minnesota
$977K -$19.6K -341 -2%